Chitman Uppal
Chitman Uppal is a CFA-designated registered investment advisor at Voya Financial Advisors, INC., based in Jersey City, NJ, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
Jersey City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chitman is the author of the book "Rich Grandpa, Rich" since January 2025. He dedicates minimal time to writing, working with the publisher, and editing.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Fin2Broker
DriveloyaltyBroker
Bw Network Securities, LLCBroker
Ftx Capital Markets LLCBroker
Xton FinancialBroker
Mywallst Advisory LLC
Liquidly Ias, LLCBroker
Voleo USA, INCBroker
Setter Capital INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.